+35.1%
EIX vs DOV
+333.6%
-298.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | +1.0% | -0.7% | +1.7% | +1.2% |
| 30D | +8.9% | +12.3% | -3.4% | +3.6% |
| 3M | -9.8% | +1.2% | -11.0% | -10.3% |
| 6M | -10.2% | -3.1% | -7.1% | -9.6% |
| YTD | +5.9% | +9.4% | -3.4% | +0.9% |
| 1Y | +10.9% | +17.6% | -6.7% | +2.2% |
| 3Y | +10.2% | +66.5% | -56.3% | -15.6% |
| 5Y | +17.0% | +29.0% | -12.0% | -1.4% |
| 10Y | +35.1% | +329.8% | -294.7% | -19.1% |
| All | +35.1% | +333.6% | -298.5% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DOV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling